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Portfolio (Quarterly) Guide ↗

Probity Advisors, Inc.

· CIK 0001676603
13F Portfolio $699M AUM 232 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 10 New 82 Added 127 Reduced 10 Exited
Page 6 of 12  ·  232 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 DTE DTE ENERGY CO Utilities 6,804.0 $1.0M 0.15% -49.0 -0.7% $152.37 -11.3%
102 VTI VANGUARD INDEX FDS 2,798.0 $1.0M 0.15% -73.0 -2.5% $370.00 +2.2%
103 MCD MCDONALDS CORP Consumer Cyclical 3,640.0 $984K 0.14% -539.0 -12.9% $270.31 +0.2%
104 PEP PEPSICO INC Consumer Defensive 7,200.0 $975K 0.14% +1K +23.2% $135.40 +6.0%
105 DHR DANAHER CORP DEL Healthcare 5,078.0 $967K 0.14% NEW $190.48 +14.9%
106 DLR DIGITAL RLTY TR INC Real Estate 5,352.0 $961K 0.14% +167.0 +3.2% $179.57 +6.2%
107 CVX CHEVRON CORPORATION Energy 5,732.0 $950K 0.14% -229.0 -3.8% $165.76 +23.8%
108 SNY SANOFI SA Healthcare 22,198.0 $947K 0.14% -326.0 -1.4% $42.66 +7.5%
109 PSX PHILLIPS 66 Energy 5,593.0 $945K 0.14% -573.0 -9.3% $169.05 +43.7%
110 MDT MEDTRONIC PLC Healthcare 12,015.0 $940K 0.13% -1K -10.4% $78.23 +19.3%
111 VEU VANGUARD INTL EQUITY INDEX F 11,120.0 $931K 0.13% -1K -10.1% $83.75 +2.3%
112 COP CONOCOPHILLIPS Energy 8,767.0 $911K 0.13% +285.0 +3.4% $103.96 +29.7%
113 SKM SK TELECOM CO LTD Communication Services 27,565.0 $886K 0.13% -2K -7.1% $32.16 +25.3%
114 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 11,548.0 $882K 0.13% -921.0 -7.4% $76.40 +5.1%
115 FROG JFROG LTD Technology 9,511.0 $864K 0.12% +859.0 +9.9% $90.88 +1.4%
116 EIX EDISON INTL Utilities 11,475.0 $854K 0.12% $74.45 -3.8%
117 PNW PINNACLE WEST CAP CORP Utilities 7,919.0 $847K 0.12% $107.00 -9.0%
118 ADI ANALOG DEVICES INC Technology 2,129.0 $846K 0.12% -85.0 -3.8% $397.17 -6.1%
119 RPM RPM INTL INC Basic Materials 7,240.0 $805K 0.12% -156.0 -2.1% $111.15 -2.3%
120 DIS DISNEY WALT CO Communication Services 8,312.0 $800K 0.11% +3K +47.5% $96.25 +12.0%
Page 6 of 12  ·  232 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.8%
Healthcare 13.8%
Financial Services 11.6%
Industrials 8.3%
Consumer Cyclical 7.5%
Consumer Defensive 6.6%
Communication Services 4.6%
Utilities 4.1%
Energy 3.5%
Basic Materials 2.7%